Gemma Davies

I'm a Tax Director in our Private Client Services team, specialising in trusts, succession planning and philanthropy. I work with entrepreneurs, wealthy individuals, families and trustees to help protect, structure and pass on wealth. What I enjoy most is that no two families are the same. While technical tax advice is important, the conversations that have the greatest impact are often about family values, relationships and legacy. My aim is to make complex issues clear, practical and manageable.

With more than 20 years' experience, I work closely with clients to develop solutions that reflect their personal, family and commercial objectives. Recent changes to the tax landscape have created both opportunities and challenges for business owners and wealthy families, and I help them plan with confidence for the future. I believe the best advice combines technical expertise with a real understanding of what matters most to the people involved.

Alongside my client work, I chair our National Succession and Wealth Planning Group, bringing together specialists from across the firm to share knowledge, develop best practice and strengthen expertise. I enjoy turning complex technical developments into practical guidance that helps people understand their options and decide on the right course of action. I also work closely with international colleagues and trusted intermediaries, particularly in Switzerland and Liechtenstein, to support families and trustees with cross-border interests.

Outside work, I live in Essex with my husband and two children. Family life keeps me busy, whether that's dance classes, football training, walks in Epping Forest or travelling together. It also reminds me why conversations about succession, legacy and future generations are so important.

Ask me about trusts, estates, inheritance tax, succession planning, philanthropy, wealth structuring, cross-border wealth planning.